Welcome to the Mason Wealth Management blog!  Our goal is to post short reads about current topics.  This may include information like current financial events, Medicare, general financial planning, tie-ins to the quarterly newsletter, etc.  Most of these topics will be written or posted by Sara with the occasional guest posting by Michael.  If there is a topic that you would like to see covered, please reach out to me via email at

Friday, April 12, 2024

You’ve heard the expression, “A rising tide lifts all boats.” The same can be true for the financial markets. “A market rally creates wealth (and may help manage debt, too).” As you can see in the first chart, U.S. households have...

Thursday, March 21, 2024

As we approach the deadline for the 2024 Medicare Advantage General Enrollment Period this March 31, we wanted to share some essential tips and resources to guide retirees through this important period. This time is valuable to review...

Thursday, March 21, 2024

Wall Street keeps asking, “When will the Fed start cutting interest rates?” But perhaps the better question is, “What is the Fed looking for before it would consider cutting interest rates?” As you may recall, the Fed indicated in...

Wednesday, April 20, 2022

Choosing an estate executor

Wednesday, February 9, 2022

It's tax time - are you maximizing your deductions?